Mattson Financial Services LLC Takes Position in Eli Lilly and Company $LLY

Mattson Financial Services LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,820 shares of the company’s stock, valued at approximately $1,956,000.

Several other institutional investors have also recently bought and sold shares of LLY. SmartHarvest Portfolios LLC acquired a new position in Eli Lilly and Company during the 4th quarter worth $3,595,000. MIdWestOne Financial Group Inc. increased its stake in shares of Eli Lilly and Company by 1.0% in the 4th quarter. MIdWestOne Financial Group Inc. now owns 6,414 shares of the company’s stock valued at $6,893,000 after buying an additional 61 shares during the period. Lyell Wealth Management LP increased its stake in shares of Eli Lilly and Company by 12.7% in the 4th quarter. Lyell Wealth Management LP now owns 2,714 shares of the company’s stock valued at $2,917,000 after buying an additional 305 shares during the period. Stirlingshire Investments Inc. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $262,000. Finally, CSM Advisors LLC lifted its stake in shares of Eli Lilly and Company by 19.7% during the fourth quarter. CSM Advisors LLC now owns 13,139 shares of the company’s stock valued at $14,122,000 after acquiring an additional 2,165 shares during the period. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on LLY. Guggenheim reiterated a “buy” rating and issued a $1,183.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday. Rothschild & Co Redburn lifted their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and cut their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,227.74.

Eli Lilly and Company Stock Up 2.2%

Shares of NYSE LLY opened at $1,161.75 on Friday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The stock has a market cap of $1.09 trillion, a P/E ratio of 41.27, a P/E/G ratio of 1.24 and a beta of 0.53. The firm has a 50 day moving average price of $994.84 and a 200 day moving average price of $1,015.87.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the business posted $3.34 earnings per share. The business’s revenue for the quarter was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were issued a dividend of $1.73 per share. The ex-dividend date was Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 24.58%.

Eli Lilly and Company News Roundup

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Recent reporting says Eli Lilly remains ahead of rivals in the booming obesity-drug market, reinforcing confidence in the company’s dominant position and growth outlook. Focus: Lilly stays ahead of the pack as rivals jump on obesity drug bandwagon
• Positive Sentiment: FDA approval for expanded EBGLYSS maintenance dosing to once every eight weeks gives Lilly another commercial win outside obesity and diabetes, while improving convenience for patients and broadening the drug’s appeal. FDA approves Lilly’s EBGLYSS® (lebrikizumab-lbkz) for one maintenance dose every eight weeks in patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Lilly also expanded its chronic pain pipeline with new Phase 2 trials in osteoarthritis and chronic low back pain, suggesting more long-term growth opportunities beyond its current blockbuster drugs. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: Analysts remain constructive, with Erste Group nudging up FY2026 EPS estimates and Jefferies raising its price target to $1,350 while keeping a Buy rating, both of which can help investor sentiment. Is Eli Lilly and Company (LLY) One of the 10 Best Dividend Stocks to Buy According to D. E. Shaw?
• Neutral Sentiment: Broader healthcare-sector strength is providing a supportive backdrop for LLY, but this is more of an industry tailwind than a company-specific catalyst. Sector Update: Healthcare Stocks Higher Late Afternoon
• Neutral Sentiment: Media attention around GLP-1 coverage cuts by some employers could create some headwinds over time, but it also underscores how central Lilly’s obesity franchise has become to the healthcare cost debate. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.